Client Services Treasury Management Principal Associate

Role Overview

• Manage a pod of Client Service associates including development and performance management.
• Lead the management of day-to-day pod BAU work, identify work trends and issues, and review well-managed reports and dashboards to ensure the pod’s work is progressing properly.
• Serve as process managers of various L3 processes.
• Own the client experience in all interactions including detailed follow through.
• Advocate for client’s needs with internal stakeholders by providing thoughtful feedback on where clients are achieving their goals as well as where their needs are not being met.
• Collaborate within and across teams and organizations to analyze and resolve client issues.

Requirements

• High School Diploma, GED or equivalent certification
• At least 3 years of experience in client services, customer service, business process management, project management, relationship management or risk management
• At least 3 years of experience in Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)

Benefits

• Comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.